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CWM, Personal Financial Management - Investment Management Associate - Cohoes
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- Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
- The Portfolio Management Group (PMG) is a dedicated and experienced team that is responsible for managing multi-asset class discretionary mandates for a variety of client types.
- PMG is seeking an Associate who can serve a variety of functions including supporting business management, portfolio management, and trading functions.
- In this capacity, the role will play a critical role in helping to build a platform which will ultimately help manage multi-asset class portfolios for various wealth segments, ranging from mass-affluent to high-net-worth individuals.
- Portfolio management responsibilities will include rebalancing and trading support, cashflow / liquidity management, implementation changes, risk management, and account/model maintenance.
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